Documents, Presentations, and Workbooks · Using Microsoft® Office to Create Content That Gets Noticed by Krieger, Stephanie -- Read -- Imperial Library of Trantor

Index

Documents, Presentations, and Workbooks: Using Microsoft® Office to Create Content That Gets Noticed

Introduction

Who Will Benefit Most from This Book

Additional Resources for Reviewing the Basics

What You Can Expect from This Book

Companion Content Support for This Book

Questions and Comments We Want to Hear from You Stay in Touch

Acknowledgments I. Document Essentials

1. Welcome to Office 2010 and Office for Mac 2011

Redefining Documents for a Connected World Introducing What’s New and Improved for Your Documents in Office 2010 and Office for Mac 2011

Explore What’s New Across Both Versions Explore Your Environment

Discovering the Office 2010 Interface Discovering the Office 2011 Interface

Explore Key Exclusive Features in Office 2010 Explore Key Exclusive Features in Office for Mac 2011 Explore More New Word Features Explore More New PowerPoint Features Explore More New Excel Features Explore What’s New and Improved Across Both Versions

Understanding the Office Open XML File Formats

Understand the File Types Choose Your Format

In Office 2010

In Office 2010 In Office 2011

Understand File Structure

Understanding How the Office Programs “Think”: Documents 101

Benefit by Being Lazy Put Less Work In = Get Better Results Out

Planning Your Documents

Use Microsoft Office Effectively: Choose the Best Tools for the Task

Word: The Organizer PowerPoint: The Efficiency Expert Excel: The Logician

Putting It All Together

2. Collaborating and Sharing When and Where You Choose

Moving Your Documents into the Cloud

Introducing SkyDrive Introducing SharePoint 2010

From an Office 2010 Program

From an Office 2010 Program From an Office 2011 Program

Exploring Office Web Apps: What Can You Really Do with Them?

Understanding the Benefits of Office Web Apps Getting Started with Office Web Apps Editing Documents in Word Web App Editing Presentations in PowerPoint Web App Editing Workbooks in Excel Web App Editing Notebooks in OneNote Web App

Working Together Without Waiting Your Turn Going Mobile

Introducing Office Mobile for Windows Phone 7

Accessing Files for Use with Office Mobile Exploring What You Can Do with Office Mobile

Introducing OneNote Mobile for iPhone Understanding Office Web Apps Mobile: The Office Mobile Viewers

3. Understanding Electronic Documents

Creating Documents for Electronic Sharing

Consider the Importance of Document Construction

Making a Professional Impression Ensuring That What You Send Is What They See Ensuring Easy Editing Online

Understanding How Font Choices Can Impact What Recipients See

Share Files Without Concern About Fonts

Securing the Private Information in Your Documents

Know the Simple Truth About Document Metadata and Hidden Data

Defining Metadata Defining Hidden Data

Managing Hidden Data

Using the Document Inspector

Using the Document Inspector Knowing What Data Is in Your Documents Saving to the PDF or XPS File Formats

In the Office 2010 Programs In the Office 2011 Programs

Using Options in Windows 7 to Manage Personal Information

4. Planning Your Documents

Using the Best Tool for the Task

Using Word Using PowerPoint Using Excel Using Programs Together Don’t Forget About OneNote

Design Considerations

How Will Your Document Be Delivered? Focusing On the Content Making the Right Statement About You and Your Business

Content Planning

Making Choices About Content Using Layout and Design to Organize Your Content

Program-Specific Layout Considerations

Linking Notes for Better Document Planning

5. Doing More with Less Work: Key Cross-Program Features

Introducing Document Themes

Understanding the Importance of Themes Exploring Theme Elements

Explore Theme Colors Can You Control the Tint and Shade Percentages in the Theme Colors Palette? Explore Theme Fonts Explore Theme Effects

Understanding How Themes Work

Customizing Themes

Mixing and Matching to Create Your Own Theme Creating a Complete Custom Theme

Create Custom Theme Colors Create Custom Theme Fonts Share Custom Themes

Exploring the Advanced Picture Formatting Tools

Adjusting Images Cropping Images Using Picture Styles and Effects Replacing and Managing Images

Sharing Content Across Programs Using Microsoft Office As Your Toolbox

II. Word

6. Building Easy-to-Manage, Robust Documents

Staying in Control: Be the Boss of Your Documents

Exploring the Three Levels of Word Formatting

Font Formatting Paragraph Formatting Section Formatting Using Reveal Formatting to Manage the Three Levels of Formatting

Working with Objects and Stories

The Story Behind Word Stories Stories, Objects, and Formatting

Finding the Simple Approach to Any Task

Bringing Yourself to the Document: Using Document Logic

Working with Formatting Marks

In Word 2010

In Word 2010 In Word 2011

Using Views Effectively

Monitoring the Health of Your Document

Recognizing Document Corruption Using Open And Repair

Creating Any Document with These Six Tools

7. Working with Text

Introducing What’s New for Text Formatting in Word 2010 and Word 2011 Introducing the OpenType Typography Tools

Understanding the Difference Between Feature and Feature Support Exploring the OpenType Typography Features Available in Word

Get Connected with Ligatures Get Stylish with Stylistic Sets Get Analytical with Number Forms and Number Spacing Get the Details with Contextual Alternates and Kerning

Introducing Text Effects: The New Generation of WordArt

Differentiating Between Text Effects and WordArt

Using Font and Paragraph Formatting As Layout Tools

Using Character Spacing and Positioning to Adjust Layout Using Line and Paragraph Spacing to Simplify Layout Using Line and Page Break Options to Manage Layout

8. Styles

Understanding the Style Environment Today

Exploring the Styles Pane

Creating Effective Style Sets

Considering Built-In vs. Custom Styles Benefits of Using Character Styles Making Effective Use of Base and Following Styles

Using Base Styles Using Style for the Following Paragraph

Understanding Linked Styles Creating Styles That Make User-Friendly Documents Using Quick Style Sets

Mastering Lists

Understanding Lists Simplifying Your Work with Lists

Using Key Best Practices to Create and Manage Lists Demystifying the Apparent Madness of Lists

Sharing Lists Between Documents and Templates

Working with Table Styles

Creating Table Styles Setting a Default Table Style

Managing Styles

Using the Manage Styles Dialog Box Inspecting Your Styles

9. Tables

Getting Organized Creating Tables That Work

Choose Between Paragraph Formatting and Table Formatting

Paragraph Spacing vs. Row Height Paragraph Spacing vs. Cell Margins How Paragraph Spacing and Vertical Cell Alignment Are Related Paragraph Indents vs. Cell Margins Paragraph Borders vs. Cell Borders Paragraph Styles vs. Table Styles Which Paragraph Formatting Option Is Best?

Use Table Properties to Simplify Table Setup

Setting Column and Table Widths As a Percentage of the Whole Indenting Tables Setting Cell Options

Simplify Table Behavior with AutoFit Options

Creating Page Layouts Using Tables

Create an Effective Host Table Understand Nested Tables vs. Text Wrap Around Tables Manage Nested Tables

Formatting Financial Tables

Decimally Align Numbers and Currency Symbols

Managing Tables from Other Sources

Considerations for Tables That Originate in Excel Considerations for Tables That Originate on the Web

10. Managing Graphics

Introducing the New and Improved Graphics Tools in Word 2010 and Word 2011 Using the Best Program for the Graphic Task Understanding Differences for Working with Pictures and Objects

Linking and Embedding Objects Between Microsoft Office Programs Converting Embedded or Linked Objects to Pictures Editing Linked and Embedded Objects Determining the Best Picture Type for Your Graphic

Simplifying Graphic Layout

Using the In Line With Text Layout

In Word 2010

In Word 2010 In Word 2011

Recognizing Graphic Layout

Using Table Cells As Graphic Placeholders Using Text Wrap When You Must

Working in Publishing Layout View in Word 2011

Using the Features You Already Know Using Features Designed Just for Publishing Layout View Sharing Publishing Layout View Documents Online and Across Platforms

11. Sections

Determining Whether You Need a Section Break

Knowing When to Use a Section Break Knowing When Not to Use a Section Break

Keeping Sections Simple

Understanding How Section Formatting Is Stored Understanding Section Break Types

Using Headers and Footers

Working with Page Numbers Managing the Different First Page and Different Odd & Even Pages Headers and Footers Understanding Link To Previous Simplifying Book-Style Page Layout Creating Watermarks

12. Dynamic Content

Working with Content Controls

Types of Content Controls Using Content Controls Creating Content Controls Formatting Controls and Editing Properties

Editing Control Properties Working in Design Mode Formatting Placeholder and User-Edited Control Content

Nesting Controls

Understanding Document Protection Options for Content Controls

Grouping Content Controls Using Restrict Editing Options

Using Document Property Quick Parts Understanding Building Blocks: The Evolution of Documents

Inserting Building Block Entries Creating Your Own Building Blocks Managing Building Blocks

Working with Fields

Understanding Field Construction Creating Fields

Customizing Fields LISTNUM Fields STYLEREF Fields

Editing Fields

Converting Fields to Static Results

Nesting Fields

III. PowerPoint

13. Creating Presentations: From Theme to Master to Slide

Exploring What’s New for PowerPoint Presentations in Office 2010 and Office for Mac 2011

Sharing More Easily Simplifying Slide Editing

Understanding the Themes–PowerPoint Connection

Exploring the Evolution of PowerPoint Design Templates Examining Theme Structure

Creating Documents That Live in PowerPoint Setting Up a Presentation

Control the Layout—Don’t Let It Control You Managing Page Setup

Understanding Slide Resolution Understanding Screen Size vs. Slide Size Managing Slide Orientation

Understanding Headers and Footers

Working with Masters and Layouts

Exploring the Master–Layout Relationship Managing Masters and Layouts Customizing Slide Masters Customizing and Creating Slide Layouts Creating Effective Slides and Layouts

Managing Slides and Slide Elements

Working with Charts Working with Text

Exploring Paragraph Formatting Exploring Font Formatting

Working with PowerPoint Tables Working with Embedded Objects Managing Slides

Using Slide Sections to Organize Presentations Using the Compare And Merge Feature

14. Creating Professional Presentation Graphics

Exploring What’s New for Presentation Graphics Determining When to Use Office Art Determining the Best Diagram for Your Content Making Smart Choices with SmartArt

Creating a SmartArt Diagram Selecting a Diagram Layout Understanding and Using SmartArt Styles and Formatting Editing SmartArt Diagram Content

Using Drawing Tools to Their Fullest

Getting It “Perfect” Is Easier than “Close Enough” Accessing and Managing Shapes

Using the Selection And Visibility Pane in Office 2010 Using Dynamic Reordering in PowerPoint 2011

Formatting Shapes Effectively Sizing and Positioning Objects Organizing Content Precisely with the Arrange Tools Using Drawing Guides

Editing Shapes

Changing Shapes Edit Points to Create Virtually Anything

Getting Your Graphic into Other Programs Getting Your Vector Graphics into Microsoft Office

15. Creating Multimedia Presentations

Embedding and Managing Media

Insert Video or Audio into Your Presentation

In PowerPoint 2010

In PowerPoint 2010 In PowerPoint 2011

Work with Linked Media Files

Insert a Video from a Website in PowerPoint 2010

Compress Media and Improve Compatibility

Compress Media in PowerPoint 2010 Optimize Media Compatibility in PowerPoint 2010 Compress Media and Improve Compatibility on Your Own

Create a Video of Your Presentation

Create a Video Using External Tools

Formatting Videos

Adjust and Format Video Right on the Slide Create Better Slides Using Video Poster Frame

Editing Video and Audio in PowerPoint 2010

Trim Video and Audio Files Use Bookmarks to Navigate or Choreograph Your Media

16. Putting on a Show

Using Slide Transitions Working with Animations

Introducing Animation Painter in PowerPoint 2010 Understanding Bookmarks and Triggers

Using Animation and Transitions Effectively Setting Up and Delivering Your Show

Presenting Your Show

IV. Excel

17. Data-Based Documents: Formatting and Managing Worksheets

Formatting Documents That Live in Excel Streamlining Worksheet Formatting

Working with Themes in Excel Using Cell Styles Formatting Ranges As Tables

In Excel 2010

In Excel 2010 In Excel 2011

Managing Page Layout Effectively

Editing Headers and Footers

Treating Your Workbooks Like the Documents They Are

18. Working with Data

Crunching Numbers in Excel 2010 and Excel for Mac 2011: What’s New

Excel 2010 Excel 2011

Using Tables As a Data Tool Creating Formulas—Working with Functions

If There’s Logic to It, Excel Functions Can Do It Nesting Formulas Defining Names and Using Structured References

Creating and Using Defined Names Using Structured References to Table Content

Managing Formulas

Tracking Down Errors—Formula Auditing Avoiding Errors and Managing Data with Data Validation

Simplifying Data Organization Using External Data

19. Data Visualization

Exploring What’s New for Conditional Formatting Increasing Your Options with Conditional Formatting

Setting Additional Data Visualization Options

Customizing Icon Sets Data Bar Formatting Essentials

Managing the Rules in Your Workbook

Creating Sparklines: Power in a Small Package

Understanding Sparkline Types Adding Sparklines to Your Data Managing Sparklines Customizing Sparklines

Formatting Sparklines Customizing Axes

20. Charts

Exploring Chart Creation Essentials Formatting Fighter-Pilot-Cool Charts

Using Chart Quick Styles Customizing Chart Elements

Chart Text Axes Gridlines Chart and Axis Titles

Combining Chart Types Using Secondary Axes Adding Drawing Objects to Charts

Timesaving Techniques for Adding or Editing Chart Data

Reorder Data Series and Set Data Display Options

Creating Advanced Chart Types

Creating Bubble Charts Creating Price/Volume Charts

21. Powerful Reporting, Easier Than You Think: A PivotTable Primer

Why Use a PivotTable? Creating a PivotTable

Setting Up Your Data Creating the Table Understanding PivotTable Field Areas

Filter PivotTable Fields

Managing PivotTables

Working with Field Settings

Remove Subtotals

In Excel 2010 In Excel 2011

Use the Field Settings Dialog Box Create Calculated Fields

Modifying Table Options

Formatting PivotTables Slicing and Dicing Your Data: Introducing the PivotTable Slicer for Excel 2010

Create a Slicer

Exploring Slicer Essentials

Connect Multiple PivotTables to a Slicer

Using PivotCharts

Creating and Using a PivotChart Managing the Connection Between PivotTable and PivotChart

Creating and Formatting a PivotTable: A Quick Reference

V. Templates, Automation, and Customization

22. The Many Faces of Microsoft Office Templates

Understanding Template Types Creating a Template File

Use Content Templates Use Design Templates Use Form Templates Understand Feature-Specific Templates

Create Building Blocks Create Quick Style Sets Create Excel Chart Templates

Differentiate Between Automated Templates, Global Templates, and Add-Ins

Save a Global Template Save an Add-In

Locate Template Folders

Access User Templates Access Built-in and Master Templates

Considering Best Practices for Word Templates Considering Best Practices for PowerPoint Templates Considering Best Practices for Excel Templates Sharing Themes The Office 2010 and Office 2011 Automation Story

23. VBA Primer

Understanding When and Why to Use VBA Introducing the VBA Language and Code Structure

Recording Macros Reading VBA Code Understanding Statements, Procedures, Modules, and Projects

Using the Visual Basic Editor

Introducing the Code Window Introducing Project Explorer Introducing the Properties Window Setting Up Your Workspace

Writing, Editing, and Sharing Simple Macros

Creating Modules and Starting Procedures Learning the Language of Objects, Properties, and Methods Introducing Object Models Using Auto Lists Understanding Variables

Introducing Variable Data Types Declaring Variables Sharing Variables Throughout a Project Understanding Document Variables and Data Storage Options Working with Object Model Member Arguments

Using Constants Understanding Collection Objects Grouping Statements Looping Code

Using For Each…Next and For…Next Loops Using Do Loops

Using Conditional Structures

Creating If Statements Creating Select Case Statements

Using Operators Introducing Message Boxes and Input Boxes

Using Message Boxes Using Input Boxes

Running One Macro from Another Setting Macros to Conditionally Stop Executing Commands Running Macros and Compiling Projects

Compiling Projects

Getting Help Saving and Sharing Macros

Sharing Projects

Working with VBA: Next Steps

24. Office Open XML Essentials

Introducing XML Basics for Reading Your Documents

Reading a Markup Language Understanding Key Terms Selecting Your Tools for Editing Office Open XML

Getting to Know the Office Open XML Formats

Breaking In to Your Document Understanding the Office Open XML File Structure Taking a Closer Look at Key Document Parts Building a Basic Word Document from Scratch

Create the Folder Structure Create the Main Document File Create the Content_Types File Create the .rels File Compile and Open Your New Document Add More Content Types, Document Parts, and Relationships Find and Fix Errors

Editing and Managing Documents Through XML

Understanding Units of Measure Editing Text and Formatting

Edit Text and Settings in document.xml Add Formatting to Text in document.xml Edit Styles in styles.xml

Working with the Office Open XML Formats: Next Steps

Index About the Author

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